1. Create Online Profile

2. Manage Deal flow

Leverage CapBridge to effectively and confidentially source deals that meet your investment criteria. With CapBridge’s online tools, you can also coordinate with your team to better manage deal flow, due diligence and transactions, all within an integrated environment.

3. Conduct Due Diligence

All investments are made on the same terms as the Lead investor. You can request access to the company’s data room, review investment terms, ask questions and interact with the company’s management.

4. Complete Investment

Once the terms of investment are concluded, you will be given details, such as payment methods and shareholders agreement, for you to review and complete your investment.